Latest Institutional Purchases of Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Sht Term Mun Bd A (SMMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.44K+ 21.7% |
$324K - $326K
|
36.1K
$1.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$403 - $405
|
11K
$556K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 3.96% |
$201 - $202
|
105
$5.29K
|
|
| Q3 2025 | |||||||
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
792KNew |
$39.6M - $40.2M
|
792K
$39.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
559K+ 139.98% |
$28M - $28.4M
|
959K
$48.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
433K+ 82.58% |
$21.7M - $22M
|
957K
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
350K+ 10.55% |
$17.5M - $17.7M
|
3.66M
$185M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
147K+ 27.22% |
$7.37M - $7.46M
|
687K
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95.5K+ 49.58% |
$4.78M - $4.84M
|
288K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93.4K+ 2247.28% |
$4.68M - $4.74M
|
97.6K
$4.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
69.8KNew |
$3.5M - $3.54M
|
69.8K
$3.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.8KNew |
$2.74M - $2.78M
|
54.8K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.4K+ 7.98% |
$2.72M - $2.76M
|
736K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.6K+ 4.33% |
$2.28M - $2.31M
|
1.1M
$55.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
41.3KNew |
$2.07M - $2.1M
|
41.3K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.8K+ 207.56% |
$1.29M - $1.31M
|
38.3K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.8KNew |
$1.19M - $1.21M
|
23.8K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.2KNew |
$1.06M - $1.08M
|
21.2K
$1.07M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.1K+ 21.9% |
$1.06M - $1.07M
|
118K
$5.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.7K+ 21.39% |
$1.04M - $1.05M
|
118K
$5.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.6K+ 16.89% |
$981K - $994K
|
136K
$6.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
19.5K+ 28.22% |
$975K - $988K
|
88.5K
$4.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4KNew |
$920K - $931K
|
18.4K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
15.3K+ 12.85% |
$769K - $779K
|
135K
$6.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.5K+ 257.05% |
$726K - $735K
|
20.1K
$1.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
13.7K+ 14.02% |
$687K - $696K
|
112K
$5.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.5K+ 82.29% |
$678K - $687K
|
30K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 2.79% |
$626K - $634K
|
461K
$23.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 191.17% |
$591K - $599K
|
18K
$907K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.5KNew |
$577K - $585K
|
11.5K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
11.5KNew |
$576K - $583K
|
11.5K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3K+ 82.13% |
$567K - $574K
|
25.1K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 4.16% |
$535K - $542K
|
268K
$13.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.3K+ 38.64% |
$514K - $520K
|
36.8K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
9KNew |
$451K - $457K
|
9K
$454K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.28KNew |
$415K - $420K
|
8.28K
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.42K+ 17.12% |
$371K - $376K
|
50.7K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.26K+ 7.4% |
$313K - $317K
|
90.8K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.17K+ 18.99% |
$309K - $313K
|
38.6K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
6.12KNew |
$307K - $310K
|
6.12K
$309K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.92KNew |
$297K - $300K
|
5.92K
$299K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.8KNew |
$290K - $294K
|
5.8K
$292K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 13.49% |
$275K - $279K
|
46.3K
$2.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5.37K+ 12.69% |
$269K - $272K
|
47.7K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
5KNew |
$250K - $254K
|
5K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.93KNew |
$247K - $250K
|
4.93K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.86K+ 19.98% |
$243K - $247K
|
29.2K
$1.47M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.31K+ 3.35% |
$216K - $219K
|
133K
$6.7M
|
|